MCKENDREE OAKS AT SAVANNAH INC (EIN 311612157) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2000

Legal Domicile

Principal Officer

JILL KOLB

Phone

6144512151

Tax Period

2024-01-01 to 2024-12-31

MCKENDREE OAKS AT SAVANNAH INC, founded in 2000, is a small nonprofit in the Housing & Shelter sector that reported $261K in total revenue in fiscal year 2024. Revenue grew 12% year-over-year, indicating healthy expansion. The organization ran a surplus of $53K, a strong 20% operating margin.

Mission

PROVIDE HOUSING FOR LOW AND MODERATE INCOME PERSONS.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $154,742

Program Service Revenue $98,365

Investment Income $7,667

Other Revenue $0

TOTAL REVENUE $260,774

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $162,434

Other Expenses $207,420

TOTAL EXPENSES $207,420

Year-over-Year Comparison

	2024	2023	Change
Revenue	$260,774	$232,022	+0.1%
Expenses	$207,420	$196,301	+0.1%
Net Income	$53,354	$35,721	+0.5%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

Governance Policies

✓ Conflict of Interest Policy

✓ Whistleblower Policy

✓ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$2,611,373

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
GREG COMFORT	DIRECTOR	0.10	Director	$0	$0	$0
TINGTING LI	DIRECTOR	0.10	Director	$0	$0	$0
ROBERT MALONEY	DIRECTOR	0.10	Director	$0	$0	$0
MATTHEW D RULE	PRESIDENT	0.10	Officer	$0	$48,755	$579,239
JULIE M WOOLLEY	SECRETARY	0.10	Officer	$0	$28,845	$490,006
SONYA BROWN	VICE PRESIDENT	0.10	Officer	$0	$44,001	$482,725
ROBERT S WALTER	VICE PRESIDENT THROUGH 06/30	0.10	Officer	$0	$24,996	$435,707
JILL KOLB	TREASURER	0.10	Officer	$0	$42,628	$322,280
ERIC WALKER	VICE PRESIDENT	0.10	Officer	$0	$35,444	$301,416

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	No data	No data	No data	No data
2024	$260,774	$207,420	$555,850	$53,354
2023	$232,022	$196,301	$498,392	$35,721
2022	$214,525	$194,266	$462,357	$20,259
2021	$210,205	$169,729	$438,346	$40,476
2020	$196,642	$161,561	$502,604	$35,081
2019	$194,977	$213,791	$363,610	$-18,814
2018	$194,506	$216,420	$387,019	$-21,914

MCKENDREE OAKS AT SAVANNAH INC